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ProShares Ultra 20+ Year Treasury

11 hedge funds and large institutions have $16.9M invested in ProShares Ultra 20+ Year Treasury in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $8.59M → $16.9M (+$8.27M)

19% more call options, than puts

Call options by funds: $537K | Put options by funds: $452K

5.03% more ownership

Funds ownership: 22.77%27.8% (+5%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

8% less funds holding

Funds holding: 1211 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
2
Reduced
2
Closed
5
Calls
$537K
Puts
$452K
Net Calls
+$85K
Net Calls Change
-$665K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tactive Advisors
Florida
$15.2M +$14.9M +561,267 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.02M -$1.58M -59,602 -61%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K +$251K +9,501 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$218K +$214K +8,072 New
IA
5
IFP Advisors
Florida
$120K +$15.9K +600 +60%
UBS Group
6
UBS Group
Switzerland
$18.4K -$89.4K -3,376 -83%
TRCT
7
Tower Research Capital (TRC)
New York
$16K +$16K +606 New
Citigroup
8
Citigroup
New York
$8.12K
Simplex Trading
9
Simplex Trading
Illinois
$4K +$1.96K +74 +77%
BAM
10
Belpointe Asset Management
Nevada
$2.71K
Morgan Stanley
11
Morgan Stanley
New York
$2.71K
Jane Street
12
Jane Street
New York
-$4.94M -204,665 Closed
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
-$684K -27,750 Closed
Citadel Advisors
14
Citadel Advisors
Florida
-$338K -13,985 Closed
PWS
15
Paragon Wealth Strategies
Florida
-$84.6K -3,504 Closed
JP Morgan Chase
16
JP Morgan Chase
New York
-$4K -185 Closed

UBT Hedge Fund Activity: Q1 2023 in Review

11 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 20+ Year Treasury (UBT) for Q1 2023, worth a combined $16.9M — up 96% from $8.59M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UBT and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was Tactive Advisors, opening a new position worth an estimated $14.9M. The largest seller was Jane Street, exiting entirely with an estimated $4.94M sold.

  • 11 institutional investors held ProShares Ultra 20+ Year Treasury (UBT) as of Q1 2023, down from 12 in Q4 2022.
  • Funds reported $16.9M of ProShares Ultra 20+ Year Treasury stock for Q1 2023, up 96% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra 20+ Year Treasury positions in Q1 2023 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Ultra 20+ Year Treasury buyer in Q1 2023 was Tactive Advisors, an estimated $14.9M added.
  • The largest ProShares Ultra 20+ Year Treasury seller in Q1 2023 was Jane Street, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2023.